Set up accounts payable invoicing defaults

Article • 6/18/2026 • 2 min read

You must specify AP invoicing defaults in Made2Manage. Additionally, you can set up Made2Manage to put invoices on hold for approval before payment.

To Set up Accounts Payable Invoicing Defaults Report

  1. Open the Accounts Payable (CSAP) page.

    • Select Utilities > Company Setup > Module Setup > Accounts Payable.

    Or

  1. Click the AP Invoicing Defaults tab.

  2. Select the Discount Tax check box to include sales tax in the total used to calculate the discount amount.

  3. Select the Discount Shipping/Freight check box to include shipping and freight charges in the vendor’s discount percentage.

  4. Select the Auto Confirm New Invoices check box to place new invoices in Unpaid status instead of New, not confirmed status.

  5. Select the No Automatic Hold of Invoices check box to automatically approve all new invoices.

  6. To put new invoices on hold for approval, specify the conditions that place those invoices on hold:

a. Price Discrepancy

You can place an invoice on hold if the invoice amount exceeds a certain percentage of the quoted amount, and the total amount exceeds a specified dollar amount.

i. Type the percentage of discrepancy that must exist between the vendor’s quoted amount and the invoice amount in the GREATER THAN field.

ii. Type the total amount by which the invoice must exceed the quoted amount in the EXCEEDS field.

b. Quantity Discrepancy

You can place an invoice on hold if the quantity invoiced exceeds the quantity received by a certain percentage of the quoted quantity.

Type the percentage of discrepancy that must exist between the quantity invoiced and the quantity received in the GREATER THAN field.

  1. On the Toolbar, click Save to save the invoicing defaults information. Or clickCancel to delete the changes.

Set up the invoice or debit memo

  1. Open the Vendor Invoice & Debit Memo (APINV) page.

    • Select Financial Management > Financial Transactions > Accounts Payable > Vendor Invoice & Debit Memo.

    Or

    • Search for APINV in the Navigation box and then select Vendor Invoice & Debit Memo.

The Vendor Invoice & Debit Memo (APINV) page appears.